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Advisor at FOCUS PARTNERS WEALTH, LLC
MENLO PARK, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | Independent wealth | Jul 2, 2025 | n/a | yes | MENLO PARK, CA | Current employment |
| BORDEAUX WEALTH ADVISORS | Former SEC adviser | Sep 17, 2021 | Oct 3, 2025 | no | MENLO PARK, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BORDEAUX WEALTH ADVISORS | FOCUS PARTNERS WEALTH, LLC | Oct 3, 2025 | Jul 2, 2025 | -93 | Channel change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 287758:159289:CA:2025-10-03 | Oct 3, 2025 | Jul 2, 2025 | MENLO PARK, CA | Firm change after gap |